---
title: "Customer settings: required fields and at-a-glance view"
description: "Decide which fields your team must fill in when creating a customer, and which details show at a glance on a customer's summary."
lastModified: "2026-06-13"
lang: "en"
wordCount: 523
url: https://qualyhq.com/training/settings/customer-settings
---
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# Customer settings: required fields and at-a-glance view

> Make sure every customer record captures what your business needs.

## At a glance

- **Intended for:** Admins
- **Available in:** All plans
- **Reading time:** 2 minutes
- **Last updated:** 31st May 2026

## Quick summary

In Settings → Customer settings you choose which fields are required when creating a customer (such as first name, last name, email, phone or customer number), so your team always captures consistent information. You can also choose the 'at a glance' details shown on a customer's summary, like lead source, who created them and when, and last login.

## Overview

A customer record is only useful if it has the right details—and the easiest way to guarantee that is to make the important fields **required**. **Settings → Customer settings** is where you set your standard.

## Required fields

Mark which fields your team **must** fill in when creating a customer:

- **First name** and **Last name**
- **Email**
- **Phone**
- **Customer number**

Once set, a new customer can't be saved until those fields are filled, so every record is consistent.

Email is the most valuable field to require: it powers the customer's portal sign-in, their notifications, and how imports and integrations match records. Requiring it prevents a lot of downstream mix-ups.

## At-a-glance details

You can also choose the **"at a glance"** details that show on a customer's summary—such as **lead source**, **who created** the record and **when**, and the customer's **last login**—so the information your team checks most is right there.

Need to capture something not in the standard list? Add **custom fields** (Settings → Custom fields) and they'll appear on the customer too. See the custom fields guide.

## Frequently asked questions

### How do I make certain fields mandatory when creating a customer?

In Settings → Customer settings, mark the fields you want required—such as first name, last name, email, phone, or the customer number. From then on, no one can save a new customer without filling them in.

### Which fields can I require?

The core customer fields: first name, last name, email, phone, and the customer number. Choose the ones your business always needs so records stay consistent across your team.

### What is the 'at a glance' summary?

It's the set of quick details shown on a customer's summary—for example lead source, who created the record and when, and the customer's last login. You choose which of these appear.

### Do required fields apply to imports too?

They keep your manual entries consistent. Imports match and create records based on the data in your file (and the email); if a required detail is missing, it's best to include it so records are complete.

### Can I add fields that aren't in the standard list?

Yes—use custom fields to capture anything specific to your business, and group them into sections. See the custom fields guide.

### Who can change these settings?

This is an admin setting, so it's usually managed by an administrator rather than every team member.

## Prefer doing this via the Qualy API?

Head over to our developer docs for everything you need—endpoints, examples, and simple how-tos.

[View API Docs](https://docs.qualyhq.com/docs)

## More on Qualy

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